Apply approved account decisions to Coupa
Move a finance decision from presentation approval to the live account record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Account
Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.
Why this helps
Approved changes can sit in decks for weeks before anyone updates the system of record.
- Closes the gap between approval and execution
- Keeps account records current
- Creates a traceable run report
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Coupa in the Notis portal once.
- 2Create an automation describing how approved account changes in the webhook payload should update Coupa.
- 3Choose a Notis webhook trigger.
- 4Select a report channel and test with one approved change payload.
Questions about this workflow
What starts the webhook?
Your presentation review process sends an HTTP request containing the approved account change.
Can it update account status?
Yes, when the payload clearly states the intended status change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Coupa. A trigger fires from one place; an action lands in another.
Google Slides triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Abandon Invoice
Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Tool to create a Coupa account. Use when you need to provision a new general ledger account with a specific chart-of-accounts type and code segments.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Get Recent Accounts
Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.
Get Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Update Account
Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Get Account Type
Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.
Connect any two apps with Notis in the middle.
Google Slides and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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